Ros is quoted by Moneyweek, warning that the new rises in State Pensions from april 2025 will drag pensioners unsuspectingly into the tax net for the first time and they are at risk of not paying, then being fined. ( link to pdf )
Ros is quoted in inews, explaining that a triple lock rise in the State Pension could mean millions more people are dragged into the tax net, without realising they need to fill in a tax return and will be at risk of fines or penalties.
Ros is quoted in inews explaining that pension data are not yet in a format ready to connect to a dashboard and the possibility of all pension records being seen in one place by 2026 is virtually non existent. ( link to pdf )
Ros tells Citywire about the dangerous confusion that has been created around investment trust charge disclosures, because several Retail Platforms are not following the latest FCA announcements, preventing a uniform charge disclosure regime and misleading investors. ( link to pdf )
Ros is quoted in Investment Week, as Boaz Weinstein of Saba requests – on twitter X – a meeting to discuss his hostile bids for UK investment trusts.
Ros is quoted in the Daily Mail, warning that turning closed-ended investment trusts into open-ended funds will risk a Woodford-style failure as open-ended structures are not suitable for holding illiquid long-term assets. ( link to pdf )
GBNews aired an interview from 2024, with Ros welcoming the promise of a triple lock plus that would ensure the new State Pension will not exceed the basic rate tax threshold. She explains why tipping millions of poorer pensioners into tax just because of their state pension will create huge administration problems for HMRC and also worries for millions of elderly poor pensioners. ( link to pdf )
Ros was quoted in the Daily Mail expressing concerns about the impact of flawed cost disclosure rules, stemming from the EU and misapplied in the UK, on the vulnerability of UK investment trusts to hostile takeover. ( link to pdf )
Ros is quoted in an inews article warning of the risks of allowing people to access their pensions early, as this will increase poverty in later life.
Ros is quoted in LoveMoney talking about the damage done to many pension savers by being in Lifestyled Default Funds. ( link to pdf )